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Press Releases |
| Investment Advisor - TD Ameritrade Rolling Out Data Integration Plan for Tech Platform - July 2010 |
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ActiFi Announces Customized Financial Benchmarking
Tool
for Zero Alpha Group Wealth Advisory Firms - August 2010 |
| Investment Advisor - Second FPA-ActiFi technology report available - July, 2010 |
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FPA and ActiFi announce release of the Financial Planning Software Study - July 2010 |
| Practice Management Center - Are You Getting the Most from Your Fin Planning Software? - July, 2010 |
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Actifi launches its Strategy, Accountability, and Goal Achievement (SAGA) Program - April 2010 |
| ResearchMag - 10 Ways Forward-Thinking Advisors are Systematically Engaging Clients - July, 2010 |
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ActiFi launches Market Your Financial Practice.com at T3 conference, Feb. 18, 2010 |
| Investment Advisor - TD Ameritrade Skip Schweiss interviewed - mentioned ActiFi - June, 2010 |
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FPA and ActiFi announce release of the breakthrough advisor CRM study, Feb 3, 2010 |
| Inside Information Newsletter - A comprehensive look at Practice Management - May, 2010 |
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Ellena Widjaja joins ActiFi as Marketing Technology Specialist, Jan. 15, 2010 |
| Practice Management Center - Find the Best Financial Planning Software - May, 2010 |
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TD Ameritrade announces that advisors who use Roadmap see phenomenal growth, Dec. 16, 2009 |
| Investment News - ActiFi's Peter Herzog interviewed in artice on system security - April, 2010 |
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Tom Rozman joins ActiFi as Sr. Vice President of Business Development, July 1, 2009 |
| Registered Rep - ActiFi's Jeff Haines bylines an article on transitioning - March, 2010 |
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TD Ameritrade Institutional launches licensed version of Business Evaluator, Sept. 17, 2009 |
| Bank Investment Consultant - ActiFi's Sam Richter bylines an article in relationships - March, 2010 |
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FPA and ActiFi Announce Research Initiative
February 23, 2009 |
| ResearchMag - ActiFi's Sam Richter interviewed in advisor social network article - March., 2010 |
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TD Ameritrade launches Roadmap
October 27, 2008 |
| Financial Advisor - Story on the FPA/ActiFi CRM technology research report - Feb., 2010 |
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ActiFi Makes Inc. 5000 List
August 20, 2008 |
| Investment News - Story on the FPA/ActiFi first-of-its kind advisor CRM study - Feb., 2010 |
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| Investment Advisor - TD Ameritrade's success with Roadmap highlighted - Feb., 2010 |
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| Financial Planning - Bob Veres interviews Spenser Segal on Roadmap for Change - Feb., 2010 |
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| Practice Management Center - Spenser Segal previews the FPA CRM report - Feb., 2010 |
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| Investment News - Article on Practice Management discusses TD Roadmap and ActiFi - Jan., 2010 |
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| Practice Management Center - Seven Essential Steps When Considering CRM - Dec., 2009 |
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| Wealth Manager - Roadmap called "practice management killer app" - Dec., 2009 |
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Bank Investment Consultant - ActiFi's Sam Richter helps advisors find clients - Dec., 2009 |
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| Investment Advisor Magazine - Advisor discusses using TD Roadmap - Nov., 2009 |
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| Investment News - TD Ameritrade's licensed version of ActiFi Evaluator featured - Sept., 2009 |
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Bob Veres Inside Information Newsletter - ActiFi featured and discussed - Sept., 2009 |
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| Registered Rep - ActiFi's Jeff Haines discusses business models for independence - Sept., 2009 |
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| Financial Planning - ActiFi mentioned in article on outsourcing - Sept., 2009 |
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| Registered Rep - ActiFi's Spenser Segal discusses how to select advisor technology - July, 2009 |
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| Inside Information - TD Ameritrade discusses ActiFi and the TD Roadmap - June, 2009 |
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| Registered Rep - ActiFi's Sam Richter discusses advisor marketing strategies - April, 2009 |
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| Financial Planning Magazine - Roadmap called Best Technology Reviewed - March, 2009 |
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| Investment News - FPA Partners with ActiFi on Technology Research - Feb., 2009 |
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| Business Planning Tips - TD Ameritrade Newsletter - Fall, 2008 |
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| Wealth Manager Magazine - TD and ActiFi Roadmap - Dec., 2008 |
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| FPA Magazine, Andrew Gluck, profiles ActiFi - August, 2008 |
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ActiFi Featured in Inc. BizNet -
Fall, 2008 |
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| Harvey Mackay, nationally syndicated column, featuring ActiFi's Sam Richter - Sept., 2008 |
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